SK Hynix and Samsung Electronics Pierce Tariff Wall [3-Minute Brief]

[At a Glance]
① South Korea's export share to the U.S. expands to 31%
② Financial Supervisory Service shifts to on-site inspection at Bithumb
③ International landscape in Japan after the general election

MARKET INDEX : Year to date

○The three major U.S. New York stock indexes ended mixed.

○The Dow Jones Industrial Average, centered on industrial stocks, rose 0.10%.

○The S&P 500 and Nasdaq indexes both fell.

Top3 NEWS

■ The SK Hynix and Samsung Electronics AI boom pierced the tariff wall... Korean companies' North American sales up 14%

○Last year's North American sales totaled 344 trillion won
○Share of North America in total sales expanded to 31%
○Sales of automobiles, batteries, shipbuilding, and machinery declined

■ Financial Supervisory Service switches to on-site inspection over 'Bithumb Bitcoin mispayment incident'

○Bitcoin mispayment incident at virtual asset exchange Bithumb
○Financial Supervisory Service switched to an on-site inspection in just three days
○Inspection results likely to become a task for supplementing virtual asset legislation

■ Takaichi backed by the Liberal Democratic Party... What will happen to the situation in neighboring countries?

○Likely to seek revision of security documents by strengthening the U.S.-Japan alliance
○Continued conflict with China... strategic coordination with Taiwan
○With South Korea, historical issues such as Dokdo and visits to shrines

Graphic News: "You can't afford to lose a lump sum, be prepared in advance on your commute"... 22 trillion won a day

○NextTrade's average daily trading volume is 22 trillion won.
○It has tripled compared with December last year.
○Driven by FOMO sentiment and demand to respond to global markets.

the Chart: No blockbuster products... National stocks struggle as per-share prices disappear

○Outlook for the liquor market in 2026
○Last year, the domestic soju market recorded negative growth
○Dining out is decreasing and moderate drinking is becoming the trend

Key schedules for today

○Domestic

08:00 South Korea unemployment rate (January)

○Overseas

01:30 U.S. Atlanta Fed GDPNow (Q4)

10:30 China Consumer Price Index (January)

22:30 U.S. unemployment rate (January)

22:30 U.S. change in private nonfarm payrolls (January)

◇Lunchtime & commute weather

○Morning low: 0℃ (▲1℃) ｜Afternoon high: 6℃ (▲2℃)
○Precipitation probability: 40% in the morning ｜ 10% in the afternoon
○Fine dust: moderate in the morning ｜ moderate in the afternoon

Three minutes is all you need: highly efficient economic news with just the essentials. Published every day at 8 a.m.

This content was produced with the assistance of AI translation services.